Eaton Vance Floating-rate 20
-$1.4M
Net Activity
-3.24% total shares
Institutions Holding
42
Popularity Rank
#6435
Avg Weight
0.05%
Total Value
$51.9M
42 institutions currently hold XEFLX, with 4 net buyers and 5 net sellers this quarter.
Institutional Moves (Q3 2022)
Neutral
Based on recent trading activity
Net Selling Institutions
5
Net Buying Institutions
4
Top 5 by Value
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XEFLX ranks #6435 out of 35324 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
42 institutions disclose a position in XEFLX, but none treat it as a major bet — even BlackDiamond Wealth Management, LLC, its most concentrated holder, allocates just 0.3% of its own portfolio to it.
LPL Financial LLC has added to its XEFLX position for two straight quarters, increasing it by $1.5M to reach $3.4M today.
Morgan Stanley has trimmed its XEFLX position for two straight quarters, cutting it by $3.1M while still holding $16.1M.
+$8.0M
Total Buy Value
$4.7M
Total Sell Value
4
Net Buyers
5
Net Sellers
XEFLX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2022-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
27831H100
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,075
Total reported value
$1.1T
Held by 5075 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,924
Total reported value
$485.0B
Held by 4924 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,840
Total reported value
$1.5T
Held by 4840 institutions — one of the most-tracked stocks on AlphaSMO
Access XEFLX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/XEFLXCLI
npx alphasmo stocks get XEFLX